Digital Estate Planning
Make sure your family can find your photos, money, and important documents if you're not around to help them.
We help you make a simple list of everything you own online, from Facebook to bank accounts, so nothing gets lost.
You choose who gets access to what. We help you set up 'Legacy Contacts' on Google, Apple, and Facebook.
We set up a secure way for your family to get your master password only when it's absolutely necessary.
We help you scan and safely store wills, insurance policies, and deeds so they are safe from fire or flood.
Don’t Leave Your Family Locked Out
If something happened to you today, would your spouse or children know how to unlock your phone? Would they know where your life insurance policy is saved?
Our Digital Estate Planning service takes the stress out of these questions. We help you organize your digital life so you can focus on enjoying it.
Why This Matters
- Save Your Photos: Don’t let years of family memories vanish in a clouded account no one can access.
- Avoid Legal Headaches: Make it easy for your family to handle your affairs without fighting tech support.
- Peace of Mind: Know that no matter what happens, your loved ones are taken care of.
How We Help
1. We Sit Down Together
We talk through what you have online. Email, social media, crypto, banking—we list it all.
2. We Set Up “Emergency Keys”
We use the features already built into your accounts to name a trusted person who can access them if you aren’t active for a set time.
3. We Create a “Break Glass” Plan
We give you a secure physical and digital instruction manual for your family. You put it in your safe, and relax.
Ready to take control of your processes?
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